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iShares Russell Mid-Cap Growth ETF

827 hedge funds and large institutions have $8.29B invested in iShares Russell Mid-Cap Growth ETF in 2022 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 270 increasing their positions, 297 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.96% more ownership

Funds ownership: 74.07%75.03% (+0.96%)

9% less repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 297

8% less funds holding

Funds holding: 898827 (-71)

18% less funds holding in top 10

Funds holding in top 10: 3327 (-6)

19% less capital invested

Capital invested by funds: $10.2B → $8.29B (-$1.92B)

53% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 112

79% less call options, than puts

Call options by funds: $5.72M | Put options by funds: $27.6M

Holders
827
Holders Change
-71
Holders Change %
-7.91%
% of All Funds
13.93%
Holding in Top 10
27
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-18.18%
% of All Funds
0.45%
New
53
Increased
270
Reduced
297
Closed
112
Calls
$5.72M
Puts
$27.6M
Net Calls
-$21.9M
Net Calls Change
+$42.6M
Name Holding Trade Value Shares
Change
Change in
Stake
ESB
426
Essex Savings Bank
Connecticut
$562K +$185K +2,121 +43%
FFG
427
Fullen Financial Group
Ohio
$561K +$871 +10 +0.1%
ASBI
428
American State Bank (Iowa)
Iowa
$558K +$26.1K +300 +4%
LW
429
Linscomb Wealth
Texas
$553K
VFA
430
Valeo Financial Advisors
Indiana
$550K -$33.4K -384 -5%
EIP
431
Easterly Investment Partners
Massachusetts
$546K
FNBOO
432
First National Bank of Omaha
Nebraska
$543K -$12.5K -144 -2%
FUBT
433
First United Bank & Trust
Maryland
$541K -$28.7K -330 -5%
SHJ
434
Sharkey, Howes & Javer
Colorado
$540K -$48.2K -553 -7%
1SB
435
1ST Source Bank
Indiana
$539K
RIS
436
Retirement Income Solutions
Michigan
$538K +$77.3K +888 +15%
FWM
437
FSA Wealth Management
Massachusetts
$536K -$7M -80,364 -92%
B
438
Bailard
California
$535K
AP
439
Appleton Partners
Massachusetts
$533K
RCAG
440
Rehmann Capital Advisory Group
Michigan
$532K +$132K +1,518 +29%
CS
441
Capital Square
Tennessee
$527K -$56.3K -646 -9%
CI
442
CX Institutional
Indiana
$527K +$579K +6,653 New
IWM
443
IHT Wealth Management
Illinois
$525K +$37.4K +430 +7%
BCM
444
BTR Capital Management
California
$524K -$52.3K -600 -8%
WKSWA
445
White Knight Strategic Wealth Advisors
New Jersey
$520K
LMKC
446
L.M. Kohn & Company
Ohio
$517K -$25.3K -290 -4%
SC
447
Steph & Co
Wisconsin
$517K +$61K +701 +12%
LA
448
LVW Advisors
New York
$517K +$569K +6,530 New
CAC
449
Certified Advisory Corp
Florida
$515K -$120K -1,373 -17%
BFA
450
Bragg Financial Advisors
North Carolina
$514K +$174K +1,997 +44%

IWP Hedge Fund Activity: Q2 2022 in Review

827 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap Growth ETF (IWP) for Q2 2022, worth a combined $8.29B — down 19% from $10.2B a quarter earlier.

Sellers outnumbered buyers: 112 funds closed out of IWP and 53 opened new positions — a net loss of 59 holders — while 297 trimmed existing stakes and 270 added.

The largest buyer was Envestnet Asset Management, adding an estimated $194M. The largest seller was TIAA FSB, cutting an estimated $154M.

  • 827 institutional investors held iShares Russell Mid-Cap Growth ETF (IWP) as of Q2 2022, down from 898 in Q1 2022.
  • Funds reported $8.29B of iShares Russell Mid-Cap Growth ETF stock for Q2 2022, down 19% quarter-over-quarter.
  • 53 funds opened new iShares Russell Mid-Cap Growth ETF positions in Q2 2022 and 112 closed out, a net change of -59 holders.
  • The largest iShares Russell Mid-Cap Growth ETF buyer in Q2 2022 was Envestnet Asset Management, an estimated $194M added.
  • The largest iShares Russell Mid-Cap Growth ETF seller in Q2 2022 was TIAA FSB, an estimated $154M sold.

Based on aggregated 13F filings for Q2 2022.